RB
RB

Richard Benson

18 Years of Experience
Peoria Heights, IL
Broker

Richard Benson is a registered investment advisor at Raymond James & Associates, INC., based in Peoria Heights, IL, with 18 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

4541 N Prospect Road, Ste 400, Peoria Heights, IL, 61616

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Richard owns rental real estate through Dixon Street Properties since 2016, dedicating minimal time to it. He is also a partner in Hilltop Partners V LLC since 2021, spending minimal time on this activity as well.

Employment History
Current Registrations
Raymond James & Associates, INC.
September 2012 - Present · 13 yrs 10 mos
Raymond James & Associates, INC.Broker
September 2012 - Present · 13 yrs 10 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 2008 - September 2012 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
January 2008 - September 2012 · 4 yrs 8 mos
State Registrations17 states
AZCACOFLGAIAILINKSMAMNMONCNYTNTXWI
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.